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Addison Advisors’s HSBC HSBC Stock Holding History

Addison Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.6K Sell
763
-1,890
-71% -$172K 0.03% 217
2026
Q1 		$219K Buy
2,653
+11
+0.4% +$932 0.05% 211
2025
Q4 		$208K Buy
2,642
+13
+0.5% +$930 0.05% 213
2025
Q3 		$187K Buy
2,629
+163
+7% +$10.6K 0.04% 231
2025
Q2 		$150K Buy
2,466
+72
+3% +$4.1K 0.04% 254
2025
Q1 		$137K Buy
2,394
+60
+3% +$3.28K 0.04% 257
2024
Q4 		$115K Buy
2,334
+394
+20% +$18.3K 0.03% 280
2024
Q3 		$87.7K Buy
1,940
+482
+33% +$20.9K 0.02% 322
2024
Q2 		$63.4K Buy
1,458
+409
+39% +$17.6K 0.02% 341
2024
Q1 		$41.3K Buy
1,049
+154
+17% +$6.01K 0.01% 388
2023
Q4 		$36.3K Buy
895
+383
+75% +$14.8K 0.01% 392
2023
Q3 		$20.2K Buy
512
+337
+193% +$13.3K 0.01% 421
2023
Q2 		$6.93K Buy
175
+102
+140% +$3.81K ﹤0.01% 511
2023
Q1 		$2.49K Sell
73
-81
-53% -$2.91K ﹤0.01% 552
2022
Q4 		$4.8K Sell
154
-300
-66% -$8.52K ﹤0.01% 505
2022
Q3 		$12K Buy
454
+64
+16% +$1.99K 0.01% 424
2022
Q2 		$13K Buy
390
+66
+20% +$2.14K 0.01% 410
2022
Q1 		$11K Buy
324
+71
+28% +$2.45K 0.01% 467
2021
Q4 		$8K Buy
253
+229
+954% +$6.69K ﹤0.01% 428
2021
Q3 		$1K Buy
+24
New +$653 ﹤0.01% 412
2020
Q4 		$1K Buy
+45
New +$1.07K ﹤0.01% 368

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Addison Advisors's HSBC Position: Q2 2026 in Review

Addison Advisors reduced its HSBC (HSBC) stake by 71% in Q2 2026, selling an estimated $172K and leaving 763 shares worth $72.6K. The position accounts for 0.03% of the portfolio, ranked #217.

Addison Advisors first reported a position in HSBC in Q4 2020 and has held it in 21 quarters since. The position peaked at $219K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Addison Advisors held 763 shares of HSBC worth $72.6K as of Q2 2026.
  • Addison Advisors sold 1,890 HSBC shares in Q2 2026, an estimated $172K.
  • HSBC made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #217 holding.
  • Addison Advisors first reported a position in HSBC in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's HSBC position peaked at $219K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.